Fund Management Services
An investment management service for registered pension assets administered by third parties. It offers the investment diversity only available through a multi-manager approach.
Basic services
- Information sessions.
- Investment policies and strategies.
- Regular plan transaction reports and statements of returns.
- Up-to-date information about investments and the state of the economy.
Complementary services
- Trust services (internal or external funds).
- Administrative reports.
- Customized investment reports.
Find out more
Companies with more than 350 employees: go to the Desjardins Financial Security site.
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Companies with 350 employees or less |
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 By phone(Members and non-members) |
Montreal area: 514-286-3100, ext. 2576 Elsewhere in Canada and the U.S.: 1-800-361-6840, ext. 2576 |
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 At the caisse
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Make an appointment with an advisor at a caisse.
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 At a Desjardins Business Centre
(Members and non-members) |
Make an appointment with an account manager at a Desjardins Business Centre.
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Companies with more than 350 employees |
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By phone (Members and non-members) |
1-866-565-3145 |
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